![]() You can add money to Stash automatically or manually. And there’s even more benefits depending on the plan you choose, like budgeting and saving tools, advice and education and more.Īdd money to Stash. You’ll also receive the Stock-Back ® Card that lets you earn stock when you spend. † With Stash, you'll have access to a personal brokerage account, a retirement account, and a Smart Portfolio. Then, you’ll choose your subscription plan, starting at just $3/month. These help us understand your financial goals and provide useful, specific advice for things like investing and budgeting. When you first join Stash, we’ll get to know you by asking some questions. Here’s how Stash works.Īnswer a few questions. Stash can give you everything you need to build wealth for the long-term. In order to obtain personalized investment advice, clients are required to complete the suitability questionnaire during registration, must be approved from an account verification perspective and open a brokerage account. The subscription fee is due if a client is receiving Financial Counseling Services regardless of whether or not a client chooses to open and/or use a brokerage account. Each plan includes the option to open a brokerage account and a bank account. ![]() $10k life insurance offered by Avibra ‡Įach plan includes Financial Counseling services which is impersonal investment advice, as it relates to guides, reports, and education material about investing and financial planning.
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